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MyPlanMap

10 employees

SaaS Chatbot product for Independent Financial Advisors and Financial Planners to Improve Client Review Meetings

Basic info

Industry

it services and it consulting

Sectors

Client Workflow
Financial Planning
Automation
Client Collaboration
Chatbot
Software
Checklists
Roboadviser
SaaS
Financial Services
Marketing
Financial Advisory
FinTech
Customer Relationship Management

Date founded

2014

FAQ